Tag: Newsletter
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Markets Roar Back on Potential Ceasefire – Fresh Off the Oven Newsletter
Interested in information and in-depth analysis on markets, investments and economies around the world? Subscribe to my newsletter here. Disclaimer: This is not financial or investment advice. I take no responsibility for anyone’s decision regarding this. Markets at a Glance United States, S&P 500 (+2.3%): It has indeed been a…
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OpenAI Debacle? Fresh Off the Oven Newsletter
Markets at a Glance United States, S&P 500 (+0.9%): Some semblance of optimism returned to the U.S. markets. Investors are cheering some of the strong results released by AI hyperscalers, but by and large, they are also wary of the developments within the Federal Reserve. China, Hang Seng China Enterprise…
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Oil and Water Don’t Mix Well – Fresh Off the Oven Newsletter
“Got oil?” That has been the word on the street, last week. America and Israel going to war with Iran, has rattled the oil and gas markets. This week, I am keen to talk about them. Like what you are reading? Give us a follow and subscription for more content…
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The AI Backlash (Fresh Off the Oven Newsletter)
Markets were spooked last week as a viral Substack post put forward a dark, futuristic scenario where AI has replaced most of white-collar jobs and brought about a deep recession. Like what you are reading? Give us a follow and subscription for more content on investment, economics and personal development/philosophy.…
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All that Glitters Turn into Ash (Fresh Off the Oven Newsletter)
Gold’s a fool’s low,The glimmer deceives,The shimmer releases,A man’s greed, For if there was no gold,Silver comes, like bullets,To a man desperate,For quick riches. Happy Tuesday? Well, I am writing this newsletter awfully late, as my baby daughter actively gets in my way of doing anything. But she’s so adorable,…
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Trump Threatens Tariffs on Europe (Fresh Off the Oven Newsletter)
Be still, be calm,The birds, fly above,Rod in, reel out,The fishes, jump about,Bluish sky, clear water,A lousy cast, here and there,But a perfect morning. There’s something philosophical about fishing. The act of waking up early in the morning, giving a kiss to my baby daughter and wife, and loading up…
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All About Oil in a Trumpian World
Last week, I had one of my best days yet. I went out for breakfast with my wife and baby daughter, had some kolok mee and Teh C. Then, we went to pick up my wife’s yarn shipment. Man, 60 kg of yarn is no joke. I nearly broke my…
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Welcoming 2026 with a Bang? or Whimper?
My Thoughts for the Week Welcome to 2026, where nothing much has changed, but we still have to talk about Trump. Fresh on people’s minds, will there still be tariffs? The U.S. Supreme Court has yet to decide on that, but expect a decision by end of January 2026. The…
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Bad News Means Higher Stock Markets
My Thoughts for the Week As the holiday season gets underway, investors are feeling a tad optimistic but also cashing out some of their riskier investments. The consensus is that the U.S. Federal Reserve will not let the stock market tank and will cut interest rates. I agree also, as…
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Trump Called Jerome a ‘Numbskull’ (Fresh Off the Oven Newsletter)
It’s good to be back after a holiday. This week, I have a lot in store for you. Meme Comic to Send You Economics At Your Fingertips China Inflation Is China in a Japan-like Lost Decade? It certainly looks like so. Inflation for May 2025 is at -0.1%, the same as in…
Slice of P.I.E 